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HubSpot Reporting Workshop - SLCHUG December 2017

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The SLC HubSpot Users Group had a great workshop presented by Brandon Carter on HubSpot reporting. Here is the deck we shared at the event,.

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HubSpot Reporting Workshop - SLCHUG December 2017

  1. 1. #SLCHUG Good morning
  2. 2. #SLCHUG Agenda • Welcome • Introductions & House Keeping w/ Doc • Reporting Workshop w/ Brandon • Q&A & Wrap-up
  3. 3. #SLCHUG Decks Will Be Available Recap Post Coming
  4. 4. #SLCHUG Cool Stuff • Welcome to the launch of SLC HUG • Our goal and charter • Volunteers encouraged
  5. 5. #SLCHUG DARIN BERNTSON @iGoByDoc CEO/Founder Co-Leader SLCHUG
  6. 6. #SLCHUG BRANDON CARTER @bscarter Marcom Manager HubSpot Customer Co-Leader of SLCHUG
  7. 7. #SLCHUG Roll Call • First Event? • HubSpot Users? • HubSpot Partner Agencies? • Awesome Guests?
  8. 8. #SLCHUG Our Goals For SLCHUG • Education – Inbound in general – Some HubSpot specific • Who is this for? – HubSpot Customers, Partners & Prospects – Anyone who wants to sharpen Inbound skills
  9. 9. #SLCHUG Our Goals For SLCHUG • Frequency – Minimum 11 times a year – These events are for you – We are not here to sell anyone – This is a learning environment – Let’s be “inbound” and be helpful to each other
  10. 10. #SLCHUG#SLCHUG Thanks for having us!
  11. 11. #SLCHUG Save The Date Our Next Intensive Thursday, December 21, 2017 Location Access Development Lunchtime Event 12:00 -1:00 PM All Event Dates on
  12. 12. #SLCHUG Save The Date Our Next Event Thursday, January 25, 2018 Topic & Location: TBD Breakfast Event All Event Dates on
  13. 13. #SLCHUG 11:30 AM - 1:30 PM - RSVP Info Being Emailed - SLCSEM.org
  14. 14. #SLCHUG#SLCHUG Want to present at an upcoming event? Form on SLCHUG site
  15. 15. #SLCHUG CONNECT
  16. 16. #SLCHUG#SLCHUG
  17. 17. #SLCHUG#SLCHUG
  18. 18. #SLCHUG#SLCHUG Can request from our Homepage
  19. 19. #SLCHUG SHARE TODAY #SLCHUG Twitter - Facebook - Instagram
  20. 20. #SLCHUG READY?
  21. 21. #SLCHUG BRANDON CARTER @bscarter Marcom Manager HubSpot Customer Co-Leader of SLCHUG
  22. 22. A Brief Tour of HubSpot Reporting Brandon Carter Access Development @bscarter - @SLCHUG #SLCHUG
  23. 23. Who Are You? Brandon Carter, @bscarter ● Marketing at Access Development ● SLCHUG Co-Leader ● Triathlete ● Beer Maker ● Not a Numbers Person
  24. 24. When Someone Asks Me About Analytics
  25. 25. Numbers Suck ...but data is all we have.
  26. 26. More Value ● Focus your efforts on what works ● Find weaknesses ● Measure progress ● Show your value ● Connect everything to revenue
  27. 27. What Sales Wants
  28. 28. What Marketing Wants
  29. 29. S*** Gets Weird
  30. 30. My Story ● 30 Salespeople ● 3 Marketers ● Lean Company ● Challenging, Lengthy Sales Process Is this really worth paying for? ● Year 1: We’ll See ● Year 4: Irreplaceable
  31. 31. Let’s Build Some Reports 1. Attribution 2. Sources 3. Competitors 4. Campaign Reporting Tool
  32. 32. Attribution vs Sources ● Attribution is the journey ● Source is the beginning ● They’re siblings
  33. 33. Attribution Matters
  34. 34. Know What You’re Measuring ● Leads from Blogs ● Leads from Sources ● Customers from Pages *Enterprise Tool Alert*
  35. 35. How to Build an Attribution Report 1. Reports > Reports Home
  36. 36. How to Build an Attribution Report 2. Create a New Report, Choose Attribution
  37. 37. How to Build an Attribution Report 3. Choose from a Template or Start From Scratch
  38. 38. How to Build an Attribution Report 4. Work Out the Details
  39. 39. 5. Look at That Hot Report
  40. 40. Automate that Mofo 6. Email Report → Frequency
  41. 41. Not On Enterprise? Google Analytics Has You Covered ● http://www.kaushik.net/avinash/multi-channel-attribution-modeling-good-bad- ugly-models/ ● New Product: Google Attribution ○ https://attribution.google.com/
  42. 42. Sources Report
  43. 43. Sources Report
  44. 44. ● Simple Report: Reports → Sources How to Build the Sources Report
  45. 45. How to Build the (New) Sources Report ● Reports → Analytics Tools
  46. 46. How to Build the (New) Sources Report ● Traffic Analytics
  47. 47. How to Build the (New) Sources Report
  48. 48. How to Build the (New) Sources Report
  49. 49. How to Build the (New) Sources Report
  50. 50. How to Build the (New) Sources Report
  51. 51. Doing Things Manually Sucks
  52. 52. How to Build a Specific Sources Report ● Reports → Reports Home → Create New Report → Attribution → Start from Scratch
  53. 53. But What About Our Competitors? ● Salespeople love to dunk on their competitors
  54. 54. The Competitor Report! ● Reports → Competitors
  55. 55. The Competitor Report!
  56. 56. New Campaign Reporting Tool ● Reports → Analytics Tools → Campaign Analytics
  57. 57. New Campaign Reporting Tool
  58. 58. Tracking URLs ● Reports → Reports Home ● Reports → Analytics Tools
  59. 59. Tracking URLs
  60. 60. HubSpot Projects https://academy.hubspot.com/customer-projects
  61. 61. HubSpot Projects
  62. 62. Always Be Selling ● Work with Sales ● Show Your Work and Document Everything ● Abuse HubSpot Service ● Sales Enablement Certification ● Inbound Sales Certification
  63. 63. Questions? ● If you really want to go in-depth and build some quality reports, come to the intensive on 12/21!
  64. 64. #SLCHUG 69 Search Engine Optimization Blogging & Social Media Lead Generation Email & Automation Marketing Analytics Lead Management

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